Offer summary

Qualifications:

Fluent English skills with a friendly, professional demeanor., Previous experience in sales and customer service or call center environments is essential., Tech-savvy with the ability to quickly master CRM systems, preferably Housecall Pro., Basic understanding of HVAC services and terminology, with a willingness to learn more..

Key responsabilities:

Answer incoming calls professionally, setting a positive tone for customer interactions.

Schedule appointments efficiently using Housecall Pro CRM and manage customer communications.

Communicate HVAC pricing confidently and identify upselling opportunities for maintenance contracts.

Update client records and send invoices promptly to ensure smooth business operations.

Job description

This is a remote position.

40 hours a week

Mon - Fri 9 AM- 6 PM Texas time includes 1h unpaid break.

Job Description

Step into an exciting role as an HVAC Intake Specialist for a dynamic, highly-rated HVAC company in the heart of Texas. This position offers the unique opportunity to work remotely while playing a crucial role in the company’s success. You’ll be the linchpin of customer communication, managing incoming calls, scheduling services, and ensuring every interaction reflects the company’s commitment to excellence. This isn’t just a job – it’s a chance to be part of a team that’s raising the bar in HVAC customer service.

Responsibilities

Answer incoming calls with enthusiasm and professionalism, setting the tone for exceptional customer experiences
Master the art of appointment scheduling using Housecall Pro CRM, ensuring efficient service delivery
Become an expert in HVAC pricing, confidently communicating costs to customers and addressing their questions
Showcase your sales skills by identifying opportunities to upsell maintenance contracts and additional services
Manage customer communications with finesse, handling everything from rescheduling to status updates
Keep the business running smoothly by updating client records and sending invoices promptly
Be the after-hours hero, managing late calls and expertly scheduling next-day appointments
Contribute to the company’s stellar reputation by consistently delivering top-tier customer satisfaction

Requirements

A natural communicator with fluent English skills and a friendly, professional demeanor
Previous experience in Sales (both Inbound and outbound) and customer service or call center environments is a Must
Tech-savvy with the ability to quickly master CRM systems (experience with Housecall Pro is a plus!)
Basic understanding of HVAC services and terminology, with a eagerness to learn more
Self-motivated and disciplined, thriving in a remote work environment
Exceptional time management and organizational skills to juggle multiple tasks effortlessly
A knack for sales, able to identify and capitalize on upselling opportunities
Flexibility to work evenings and weekends, adapting to the dynamic needs of the HVAC industry
Passion for problem-solving and a commitment to maintaining the company’s 5-star rating

Requirements

Basic understanding of HVAC services and terminology, with a eagerness to learn more
Previous experience in B2B Sales (both Inbound and outbound) and customer service or call center environments is a Must